No doubt there's some iPhone cannibalism but, in the end, the iPhone is a huge net positive for Apple. Also, don't write off the iPod just yet. Not everyone is going to buy a iPhone/Android/whatever. Unit sales are essentially flat year over year despite the new crop of improved smartphones.
2) The whole investing thing is about growing profits. If a company doesn't grow then neither will its value. Microsoft's share price is flat over the trailing 5 years yet Apple is up 400%. That's no accident. Hey maybe you're risk averse and don't care for the high beta of a fast grower and that's cool but I wouldn't be chalking up Apple's success to faddish products.
iPod has been around for 9 years so I don't see how that's a fad. If people are switching to a converged device then it's mostly to the iPhone. I guess that's a fad too.
It'll be interesting to see how this shakes out. They're basically betting they'll eventually make more money from subscriptions than from advertising. FT and WSJ can do a paywall because their news is very specialized but a regular newspaper is going to have a tough time without offering something unique.
1. The iPod has been around for almost nine years and iPhone for three years. Hardly a hyped up fad that will disappear overnight. The Walkman lost its relevance when CDs came out. Perhaps there's a new disruptive music technology sometime in the future but we'd be hard pressed to name it right now.
2. Microsoft's earnings are flat over three years while Apple's has more than doubled. That's not even including the iPad. Microsoft's growth will come from Windows 7, server and office products but that's mostly coming from corporate spending which is still down in the dumps. Xbox is basically a break even product line so it's not even worth mentioning in this conversation.
Well if we're gonna talk about current and future PE then we need to look at PEG. IBM's PEG is 1.01 and AAPL's is 1.11. That's about a 10% difference but it's hard to argue that either is outrageously mispriced.
What's unresolved for the island? Ben and Hugo are the new caretakers and apparently did well for a long time. Smoke Monster is dead. Everything's peachy.
It doesn't have to be a household name to be important. Dynamics GP is a major player in the small and medium business ERP space so it's actually a big f***ing deal.
This whole argument is severely weakened if the approved applications meet all or most of one's needs. Then we're not talking about limitations but what kind of utility one gets for the extra $250.
I thought the same thing initially but then I thought about it a little more and found one way it could work. HP obviously just doesn't know how to make/market mobile devices (see the puny sales from Jornada and iPaq) so just slapping Android into an iPaq isn't going to help.
Instead, buy Palm who is actually pretty darn good at it and give their management and engineering teams gobs of money and marketing muscle to work with. Then buy out of the Sprint exclusivity and they got a chance to move some phones.
On the other hand, if Palm disappears into the HP borgness then it'll likely be mismanaged to hell by the same people who've failed for a decade to do anything meaningful in the mobile market.
High profit margin != market share. Conversely, high market share != high profit margin.
Re:Buying ARM for a leg?
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How are App Store restrictions anti-competitive towards other smartphone and music player vendors? If anything that would help them because Apple users have less choice in apps.
Yeah, there's maintenance and operational expense and upgrade capex but, at their scale, that still should be a whole lot cheaper than having no internal capacity and buying bandwidth externally. Also, assuming their fiber is shared with other Google businesses, Youtube will only be allocated a percentage of aforementioned costs.
You might've had a valid argument if you specifically mentioned Mac instead of Apple as a whole. I JFGI and the iPod has a 73.8% market share. The iPhone went from 0% to 30% in two years. Certainly those aren't numbers one would expect from a certain niche of consumers.
Absolutely there's a market for it. Smart's introduction in the US is a recent example. Saab already has a small but loyal fanbase for a product traditionally known as quirky and different. GM really screwed the brand with lack of marketing, lack of compelling new designs and generally sub-par quality for a entry-level luxury car.
In some respects, they are where Apple was in pre-Jobs late 90s but the odds are stacked against them. In the long run, do they have a Job-like dynamic leader to drive product design for their next round of model refreshes? In the short term, can Spyker use its super-car roots help improve brand image and increase sales back to at least the 2008 levels? Nailing both of these would be a tall order.
What exactly is your rationale for declaring that dividends have not been paid in years? There are plenty of stocks that pay dividends and even your own example is incorrect. Go to Yahoo Finance and look up the historical quotes for MSFT. They've been paying quarterly dividends since 2003.
Who said anything about entitled? The PS3 version costs the same as the 360 version and yet you get a less capable product for no apparent reason. At least put on the box "DLC incompatible." That said, if it's really such a huge deal then just return the game and stick it to them.
The infrastructure cost of regional routes is not free. Airports will have to expand to accommodate increasing demand and we all know about the antiquated ATC system. Why not relieve the burden by shifting the regional traffic to high-speed rail?
Amen to that! Also, caravans from civilizations that I haven't even met will head straight to my capital so the computer also "cheats" by knowing where your cities are.
Indeed, this is a ridiculous money grab. Everybody loses in such a deal except for ESPN/Disney. Money talks so call your ISP and tell them not to cave in.
I believe cost is going to be the prohibitive factor there. It oughta be a whole lot cheaper to manufacture a BD disc than it is to for a flash drive. Maybe someone with the numbers can provide some insight.
How can they seriously apply for a patent for something that's been around for at least three years? Maybe they actually have a novel implementation of the concept but I kind of doubt that.
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No doubt there's some iPhone cannibalism but, in the end, the iPhone is a huge net positive for Apple. Also, don't write off the iPod just yet. Not everyone is going to buy a iPhone/Android/whatever. Unit sales are essentially flat year over year despite the new crop of improved smartphones.
2) The whole investing thing is about growing profits. If a company doesn't grow then neither will its value. Microsoft's share price is flat over the trailing 5 years yet Apple is up 400%. That's no accident. Hey maybe you're risk averse and don't care for the high beta of a fast grower and that's cool but I wouldn't be chalking up Apple's success to faddish products.
iPod has been around for 9 years so I don't see how that's a fad. If people are switching to a converged device then it's mostly to the iPhone. I guess that's a fad too.
It'll be interesting to see how this shakes out. They're basically betting they'll eventually make more money from subscriptions than from advertising. FT and WSJ can do a paywall because their news is very specialized but a regular newspaper is going to have a tough time without offering something unique.
Let's look at facts instead of hyperbole.
1. The iPod has been around for almost nine years and iPhone for three years. Hardly a hyped up fad that will disappear overnight. The Walkman lost its relevance when CDs came out. Perhaps there's a new disruptive music technology sometime in the future but we'd be hard pressed to name it right now.
2. Microsoft's earnings are flat over three years while Apple's has more than doubled. That's not even including the iPad. Microsoft's growth will come from Windows 7, server and office products but that's mostly coming from corporate spending which is still down in the dumps. Xbox is basically a break even product line so it's not even worth mentioning in this conversation.
Well if we're gonna talk about current and future PE then we need to look at PEG. IBM's PEG is 1.01 and AAPL's is 1.11. That's about a 10% difference but it's hard to argue that either is outrageously mispriced.
What's unresolved for the island? Ben and Hugo are the new caretakers and apparently did well for a long time. Smoke Monster is dead. Everything's peachy.
It doesn't have to be a household name to be important. Dynamics GP is a major player in the small and medium business ERP space so it's actually a big f***ing deal.
This whole argument is severely weakened if the approved applications meet all or most of one's needs. Then we're not talking about limitations but what kind of utility one gets for the extra $250.
I thought the same thing initially but then I thought about it a little more and found one way it could work. HP obviously just doesn't know how to make/market mobile devices (see the puny sales from Jornada and iPaq) so just slapping Android into an iPaq isn't going to help.
Instead, buy Palm who is actually pretty darn good at it and give their management and engineering teams gobs of money and marketing muscle to work with. Then buy out of the Sprint exclusivity and they got a chance to move some phones.
On the other hand, if Palm disappears into the HP borgness then it'll likely be mismanaged to hell by the same people who've failed for a decade to do anything meaningful in the mobile market.
Why would HP buy Palm and then make Android devices? They pretty much have to use WebOS which they just bought.
High profit margin != market share. Conversely, high market share != high profit margin.
How are App Store restrictions anti-competitive towards other smartphone and music player vendors? If anything that would help them because Apple users have less choice in apps.
Yeah, there's maintenance and operational expense and upgrade capex but, at their scale, that still should be a whole lot cheaper than having no internal capacity and buying bandwidth externally. Also, assuming their fiber is shared with other Google businesses, Youtube will only be allocated a percentage of aforementioned costs.
You might've had a valid argument if you specifically mentioned Mac instead of Apple as a whole. I JFGI and the iPod has a 73.8% market share. The iPhone went from 0% to 30% in two years. Certainly those aren't numbers one would expect from a certain niche of consumers.
Absolutely there's a market for it. Smart's introduction in the US is a recent example. Saab already has a small but loyal fanbase for a product traditionally known as quirky and different. GM really screwed the brand with lack of marketing, lack of compelling new designs and generally sub-par quality for a entry-level luxury car.
In some respects, they are where Apple was in pre-Jobs late 90s but the odds are stacked against them. In the long run, do they have a Job-like dynamic leader to drive product design for their next round of model refreshes? In the short term, can Spyker use its super-car roots help improve brand image and increase sales back to at least the 2008 levels? Nailing both of these would be a tall order.
What exactly is your rationale for declaring that dividends have not been paid in years? There are plenty of stocks that pay dividends and even your own example is incorrect. Go to Yahoo Finance and look up the historical quotes for MSFT. They've been paying quarterly dividends since 2003.
Who said anything about entitled? The PS3 version costs the same as the 360 version and yet you get a less capable product for no apparent reason. At least put on the box "DLC incompatible." That said, if it's really such a huge deal then just return the game and stick it to them.
Filter out Microsoft software from my computers. Problem solved!
The infrastructure cost of regional routes is not free. Airports will have to expand to accommodate increasing demand and we all know about the antiquated ATC system. Why not relieve the burden by shifting the regional traffic to high-speed rail?
Amen to that! Also, caravans from civilizations that I haven't even met will head straight to my capital so the computer also "cheats" by knowing where your cities are.
Indeed, this is a ridiculous money grab. Everybody loses in such a deal except for ESPN/Disney. Money talks so call your ISP and tell them not to cave in.
How a post loaded with such baseless vitriol could be modded as insightful instead of flamebait is beyond my comprehension. Let's all just go ahead and continue to believe in old and tired dogmas despite credible evidence that the Steve Jobs you hate so much successfully pushed the labels to remove DRM from iTunes music on Christmas Eve. Who needs to STFU now?
... and knowing Apple's Stalinist view to giving the consumer choice, they KNOW Apple have all but blocked any competing app from their platform.
I gotta call you out on that. Valid argument for the iPhone app store but I can't think of any such restrictions on the Mac.
How does pointing out the stupidity of this system have anything to do with civil rights?
I believe cost is going to be the prohibitive factor there. It oughta be a whole lot cheaper to manufacture a BD disc than it is to for a flash drive. Maybe someone with the numbers can provide some insight.
How can they seriously apply for a patent for something that's been around for at least three years? Maybe they actually have a novel implementation of the concept but I kind of doubt that.